Forward Global Credit Long/Short Instl

The investment seeks to achieve high total return.
The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in a portfolio of fixed income securities. It normally limits its net (long and short) exposure to any one country to no more than 35% of the fund's net assets at the time of purchase, and the fund normally limits its net (long and short) exposure to any one issuer to no more than 5% of the fund's net assets at the time of purchase. The fund is non-diversified.

Key stats

Management firm  Forward Funds
Domicile  United States
Fund Administrator  ALPS Fund Services, Inc.
Global Branding Name  Forward
Fund Status  OBSOLETE
12 month yield  4.71%
Fund currency  USD
Launch Date  2011-09-30
Obsolete Date  2013-07-26
ISIN  US34986P5989
SEDOL  B60Y9N9
Manager 1 Name  David Hinman
Manager 2 Name  Raymond Zucaro
Fund Strategy  Nontraditional Bond
Benchmark  BofAML Global High Yield TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-06-30
Return - 1 Month  -3.74%
Return - 2 Months  -3.82 %
Return - 3 Months  -4.02%
Return - 6 Months  -4.38 %
Return - 9 months  -3.40 %
Return - 12 Months  -1.95%
Annualized return since Inception  0.15%
Return YTD  -4.38%

Charges

Minimum Investment  $100,000
Maximum Managment Charge  1.50 %

Contact

Contact Address  Forward Funds
Contact country  United States
Fund Admin Group  Forward Funds
Web Address  www.forwardinvesting.com
Custodian  Citibank, N.A.

Price

Last Price Date  2013-07-26
Pre-tax nav  21.50

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